Sheri Iannetta Cupo
Login to view DISC.Sheri Iannetta Cupo is a retired Founding Partner of SAGEbroadview Wealth Management, a firm specializing in tax-centric financial planning. Her background includes 15 years in financial management at General Electric and a B. S. from Virginia Techs Pamplin College of Business.
After a successful corporate career, Sheri chose to focus on her family, gaining firsthand experience as a stay-at-home parent. This unique perspective shapes her empathetic approach to helping families navigate complex financial situations and plan for their futures.
Her career path is notably diverse, spanning roles as a corporate executive at GE, a stay-at-home parent, and the founder of a wealth management firm.
Read the full overview →How Sheri shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Topics Sheri cares about
Work history
Media appearances
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
More profiles
Discover additional public profiles from our index.
Search more profiles
Looking for someone else? Search here for anyone.